Picking Lists

Watch a video

Picking lists (video)

How to

Print a standard picking list

Open: Sales Orders > Document Printing > Picking Lists.

1. Select the orders you want to print a picking list for, by using the Selection Criteria.

   You can select all or a range of order numbers, a single customer single order and also filter the list by specifying an up to order date and confirmed delivery date

2. Do not select Print summary picking list.
3. Click Display.

4. Select the orders within the list of orders displayed, for which you want to print picking lists.

   You can use the Select All and Deselect All buttons, or highlight and select items individually or in groups within the list, using the Shift key to select consecutive entries and the Ctrl key to select non-consecutive entries in the list.

5. To print the invoices:

   • If you have selected some but not all of the orders in the list, click Print.

   • If you have selected all the orders in the list, click Print All.

     Note: Print All prints all the invoices in the list, whether you have selected them or not.

Print only previously unprinted items for an order

Note: This is only available if you are printing a picking list for a single order.

Open: Sales Orders > Document Printing > Picking Lists.

1. Select the single order you want to print a picking list for, by selecting Single order within the Selection Criteria.
2. Select Print only previously unprinted items.
3. Select the order from the Order no dropdown list, or click Find to use the Find Order screen to help you identify the order you are looking for.
4. Click Display to display the order.
5. Select the order in the order list and click Print.

Print a summary picking list

Open: Sales Orders > Document Printing > Picking Lists.

This is the same process as printing a standard picking list, however, you must:

• Ensure that you select Print summary picking list.

  Note: You cannot select this if you are printing a picking list for a single order. This option groups items and quantities required for multiple orders.

Amend the picking list

If your stock locations and sales orders have been set up correctly, you won't need to amend the picking list frequently. Most likely you will only need to amend this if something untoward happens to stock in one of the bins in a warehouse. Perhaps some damage caused by flooding, for example.

Open: Sales Orders > Processing > Amend Picking List.

1. Locate the order you want to amend the picking list for, using the Selection Criteria to filter the list as required.
2. Select the order and click View Order Items.
3. On the Items Allocated To Be Picked For Order No xxx, select the item to amend, and click Amend Allocations.
4. On the Amend Bin Allocations for Order No xxx, enter the New Allocation amounts as required for the bins listed.

Reprint a picking list

Open: Sales Orders > Processing > Amend Picking List.

• Select and display the order you want to reprint the picking list for.
• Click Print Picking List on the Items Allocated To Be Picked For Order No xxx screen that appears.

---

Useful information

About picking lists

Picking lists are used to assemble customer orders ready for despatch. The picking list shows the location (warehouse and bin) that a stock item is stored and can be used by your staff to collect stock for despatch.

Everything on an order is included on the picking list, even service and free text items.

Two types of picking list can be produced:

• The standard picking list provides the customer, items requested and quantity required.
• The summary list shows multiple orders in terms of the items and quantities required, so this is not available if are printing an invoice for a single order.

If you need to amend the picking list, you can change the bin number the goods are despatched from.

You can also reprint picking lists.